Original filing (PDF)20250402113611NAL0014170864001

BERT BRETHERICK INSURANCE & FINANCIAL SE

Name: BERT BRETHERICK INSURANCE & FINANCIAL SE — BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN, Form 5500 (2024)
Creator: BERT BRETHERICK INSURANCE & FINANCIAL SE

Form 5500-SF

FILING_RECEIVED

BERT BRETHERICK INSURANCE & FINANCIAL SE 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERT BRETHERICK INSURANCE & FINANCIAL SE.

Plan sponsor

Name

BERT BRETHERICK INSURANCE & FINANCIAL SE

EIN

46-5594715all filings

Address

2912 HOUGH RD · FLORENCE, AL · 35630

Phone

(256) 648-3470

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator